$Apple(AAPL.US)Context: For being late to join the AI bandwagon, Apple actually saves itself from the recent AI stock ro…
$Apple(AAPL.US)
Context: For being late to join the AI bandwagon, Apple actually saves itself from the recent AI stock rout since it has not spent too much on AI build up. However it sales for Iphone 18 dropped, it China you no longer need to wait to get a Iphone Pro or Pro Max compared to last year where you need to wait 6 to 25 days for Iphone 17 Pro and Pro Max at that time. But Iphone Duo is saving Apple and the wait time in China is now 90 days.
My trade: neutral on Apple stock
Takeaway: sometimes being late is better than being early. But while Apple can count its blessings, the AI world will still punish Apple if it can't catch up. Apple is chasing hard, they are partnering with Google, Meta and Openai, let sit back and watch. $NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)
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